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992 hedge funds and large institutions have $24.6B invested in Cummins in 2017 Q4 according to their latest regulatory filings, with 161 funds opening new positions, 374 increasing their positions, 310 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 161 | Existing positions closed: 64

21% more repeat investments, than reductions

Existing positions increased: 374 | Existing positions reduced: 310

10% more funds holding

Funds holding: 905992 (+87)

5% more capital invested

Capital invested by funds: $23.4B → $24.6B (+$1.24B)

1.13% more ownership

Funds ownership: 83.04%84.17% (+1.1%)

25% less funds holding in top 10

Funds holding in top 10: 2015 (-5)

49% less call options, than puts

Call options by funds: $328M | Put options by funds: $648M

Holders
992
Holders Change
+87
Holders Change %
+9.61%
% of All Funds
22.5%
Holding in Top 10
15
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-25%
% of All Funds
0.34%
New
161
Increased
374
Reduced
310
Closed
64
Calls
$328M
Puts
$648M
Net Calls
-$320M
Net Calls Change
-$130M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
701
Occidental Asset Management
California
$377K +$3.25K +19 +0.9%
DVM
702
Dreman Value Management
Florida
$377K +$358K +2,092 +4,755%
AIA
703
Allegis Investment Advisors
Idaho
$375K -$106K -619 -23%
LNC
704
Lincoln National Corp
Pennsylvania
$373K +$361K +2,112 New
DBG
705
De Burlo Group
Massachusetts
$370K
Capstone Investment Advisors
706
Capstone Investment Advisors
New York
$370K +$359K +2,100 New
LNB
707
Ledyard National Bank
$367K
WA
708
Wheatland Advisors
Pennsylvania
$367K
NFA
709
Nuveen Fund Advisors
Illinois
$362K -$21.9K -128 -6%
CAAS
710
Capital Asset Advisory Services
Michigan
$362K
CAM
711
Columbia Asset Management
Michigan
$360K -$90.6K -530 -21%
TYCC
712
Texas Yale Capital Corp
Florida
$356K
SACTSONJ
713
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$353K -$171K -1,000 -33%
Handelsbanken Fonder
714
Handelsbanken Fonder
Sweden
$353K +$342K +2,000 New
SCP
715
Silverleafe Capital Partners
Tennessee
$353K +$342K +2,000 New
TCOV
716
Trust Company of Vermont
Vermont
$348K
MCM
717
McKinley Capital Management
Alaska
$344K
JFA
718
Johanson Financial Advisors
California
$343K +$1.54K +9 +0.5%
WAM
719
Wealthspire Advisors (Maryland)
Maryland
$342K -$4.96K -29 -1%
LOAME
720
Lombard Odier Asset Management (Europe)
United Kingdom
$341K -$48.2K -282 -13%
RIM
721
Rampart Investment Management
Connecticut
$341K +$5.47K +32 +2%
ARMT
722
Amica Retiree Medical Trust
Rhode Island
$339K +$179K +1,045 +120%
PCMC
723
Paragon Capital Management (Colorado)
Colorado
$337K
NL
724
NVWM LLC
Pennsylvania
$337K +$326K +1,907 New
HS
725
HighVista Strategies
Massachusetts
$336K

CMI Hedge Fund Activity: Q4 2017 in Review

992 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Cummins (CMI) for Q4 2017, worth a combined $24.6B — up 5.3% from $23.4B a quarter earlier.

Buyers outnumbered sellers: 161 funds opened new CMI positions and 64 closed out — a net gain of 97 holders — while 374 added to existing stakes and 310 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $203M. The largest seller was American International Group, cutting an estimated $577M.

  • 992 institutional investors held Cummins (CMI) as of Q4 2017, up from 905 in Q3 2017.
  • Funds reported $24.6B of Cummins stock for Q4 2017, up 5.3% quarter-over-quarter.
  • 161 funds opened new Cummins positions in Q4 2017 and 64 closed out, a net change of +97 holders.
  • The largest Cummins buyer in Q4 2017 was Amundi Asset Management US, an estimated $203M added.
  • The largest Cummins seller in Q4 2017 was American International Group, an estimated $577M sold.

Based on aggregated 13F filings for Q4 2017.